As President of Mission Wealth, Matthew Adams is responsible for the strategic direction of the firm, enhancing the client experience, and developing client service teams so that they can deliver exceptional advice. He works with a select group of clientele, remains actively involved on the firm's Investment Committee, and leads both the Client Advisor Group and Executive Committee.
Matt is focused on growing Mission Wealth’s presence in the Western United States. He is dedicated to building long-term relationships with clients and strategic partners. His niche areas of expertise include working with high net worth individuals, non-profit organizations, and crafting complex investment solutions utilizing equities, fixed income, and alternatives.
Born and raised in the Bay Area, he earned his undergraduate degree in Business Economics in 1997 at UCSB. He completed his MBA, with a concentration in Finance and an emphasis in Investments and Financial Markets, in 2003 at the University of Southern California.